Senior Private Client Relationship Architect

Next Frontier Capital; Walnut Creek (CA); On-site; USD 140,000 - 180,000; Full time

Job summary

JPMorgan Private Client in the United States seeks an experienced Relationship Manager to nurture high-net-worth client relationships, understanding aspirations and delivering bespoke financial solutions. You will acquire new clients while deepening existing relationships, leveraging JPMorgan Chase capabilities and coordinating across business lines.

The role emphasizes in-person consultations, delivering sophisticated guidance and maintaining a strong risk and controls environment.

Qualifications

• 10+ years in Financial Services, including affluent or complex relationship management and business development.
• Entrepreneurial spirit with resilience and prospecting for growth.
• Maintain a high-net-worth referral network to develop a new book of business and trusted client relationships.
• Solve complex financial challenges with holistic financial planning.
• Guide clients through what matters most and collaborate in a team.
• SIE, FINRA Series 7, and FINRA Series 66/63+65 licenses; obtain within 150 days.

Responsibilities

• Cultivate enduring client relationships with exceptional, personalized experiences.
• Discern client needs and craft bespoke solutions and planning approaches.
• Foster long-term banking and lending relationships and conduct in-person consultations.
• Present JPMorgan Private Client value proposition to attract and retain clients.
• Share market insights to build trust and drive business.
• Build a pipeline through new relationships and referrals.
• Develop internal partnerships across business lines to meet client needs.
• Uphold risk and controls by complying with policies and regulations.

Skills

Relationship management

Business development

HNW client service

Financial planning

Team collaboration

Licensing knowledge

Education

College degree or military equivalent

Job description

JPMorgan Private Client in the United States seeks an experienced Relationship Manager to nurture high-net-worth client relationships, understanding aspirations and delivering bespoke financial solutions. You will acquire new clients while deepening existing relationships, leveraging JPMorgan Chase capabilities and coordinating across business lines.

The role emphasizes in-person consultations, delivering sophisticated guidance and maintaining a strong risk and controls environment.